An accountable business owner
Someone who can explain why the work matters, who uses it, and who decides whether to continue.
Delivery
Every phase has clear inputs, work, deliverables, and verification. Timings are indicative ranges, not unconditional SLAs.
What you need to start
You do not need a complete transformation plan. You do need an accountable owner, usable sources, authorized access, and a way to judge the first phase.
Someone who can explain why the work matters, who uses it, and who decides whether to continue.
Use representative documents, data, or tasks. Redact sensitive material and confirm the permitted scope.
Agree accounts, interfaces, permissions, test environments, and production boundaries early.
Define how to judge value, when to stop, and how to recover when the workflow fails.
Delivery path
Indicative timing, not an unconditional SLA.
Indicative: 1 week
Define initial scenarios, current workflow, data conditions, and target boundaries.
Decision gateHave the scenario, scope, owner, non-goals, and acceptance method been agreed?
Indicative: 2–3 weeks
Design the agent flow and run one demonstrable, testable minimum loop.
Decision gateAfter testing real samples, should the work stop, change, or move into system integration?
Indicative: 4–8 weeks
Deploy the workbench, connect systems and permissions, and turn the prototype into a controlled flow.
Decision gateAfter permissions, logs, exceptions, and rollback are verified, does the authorized customer owner approve launch?
Ongoing
Use real operating data and team feedback to improve templates, rules, and replication.
Decision gateDoes real operating evidence support further improvement, replication, or keeping the current scope?
Organizational collaboration
Five responsibilities share the path from value to operation.
Define the business problem and measure
A measurable business target
Provide real inputs and key confirmations
A workflow people can use
Connect models, systems, permissions, and data
A stable operating foundation
Set approval, audit, acceptance, and risk boundaries
A sustainable operating model
Drive stages, launch, and review
Deliverable and reviewable results
Deployment and governance
Every phase has clear inputs, work, deliverables, and verification. Timings are indicative ranges, not unconditional SLAs.
Prepare your current workflow, core friction, and expected result so Aorist can assess the product combination and delivery path.